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PFE vs. K
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PFE vs. K - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pfizer Inc. (PFE) and Kellogg Company (K). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


PFE

1D
1.36%
1M
1.40%
YTD
8.09%
6M
3.39%
1Y
19.31%
3Y*
-6.48%
5Y*
-2.98%
10Y*
2.09%

K

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PFE vs. K - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PFE
Pfizer Inc.
8.09%0.65%-2.22%-41.26%-10.41%66.70%3.07%-6.91%24.82%15.90%
K
Kellogg Company
0.00%5.99%49.75%-7.44%14.35%7.44%-6.78%26.08%-13.32%-4.93%

Correlation

The correlation between PFE and K is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.13

Correlation (3Y)
Calculated over the trailing 3-year period

0.18

Correlation (5Y)
Calculated over the trailing 5-year period

0.19

Correlation (10Y)
Calculated over the trailing 10-year period

0.21

Correlation (All Time)
Calculated using the full available price history since Dec 18, 1984

0.29

The correlation between PFE and K shifts across timeframes, from 0.13 (1 year) to 0.29 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

PFE:

$149.24B

K:

$29.20B

EPS

PFE:

$1.31

K:

$3.65

PE Ratio

PFE:

19.85

K:

22.87

PEG Ratio

PFE:

0.36

K:

3.84

PS Ratio

PFE:

2.35

K:

2.30

PB Ratio

PFE:

1.66

K:

6.95

Total Revenue (TTM)

PFE:

$63.32B

K:

$12.67B

Gross Profit (TTM)

PFE:

$43.91B

K:

$4.41B

EBITDA (TTM)

PFE:

$16.94B

K:

$2.25B

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Return for Risk

PFE vs. K — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PFE
PFE Risk / Return Rank: 6767
Overall Rank
PFE Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
PFE Sortino Ratio Rank: 6464
Sortino Ratio Rank
PFE Omega Ratio Rank: 6161
Omega Ratio Rank
PFE Calmar Ratio Rank: 7272
Calmar Ratio Rank
PFE Martin Ratio Rank: 7070
Martin Ratio Rank

K
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PFE vs. K - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pfizer Inc. (PFE) and Kellogg Company (K). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


PFEKDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.17

Calmar ratioReturn relative to maximum drawdown

1.79

Martin ratioReturn relative to average drawdown

3.68

PFE vs. K - Sharpe Ratio Comparison


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Sharpe Ratios by Period


PFEKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.86

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

Drawdowns

PFE vs. K - Drawdown Comparison


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Drawdown Indicators


PFEKDifference

Max Drawdown

Largest peak-to-trough decline

-69.24%

Max Drawdown (1Y)

Largest decline over 1 year

-11.47%

Max Drawdown (3Y)

Largest decline over 3 years

-40.75%

Max Drawdown (5Y)

Largest decline over 5 years

-58.96%

Max Drawdown (10Y)

Largest decline over 10 years

-58.96%

Current Drawdown

Current decline from peak

-46.03%

Average Drawdown

Average peak-to-trough decline

-22.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.59%

Volatility

PFE vs. K - Volatility Comparison


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Volatility by Period


PFEKDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.50%

Volatility (6M)

Calculated over the trailing 6-month period

14.66%

Volatility (1Y)

Calculated over the trailing 1-year period

23.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.88%

Dividends

PFE vs. K - Dividend Comparison

PFE's dividend yield for the trailing twelve months is around 6.61%, more than K's 1.39% yield.


PositionTTM20252024202320222021202020192018201720162015
K
Kellogg Company
1.39%2.76%2.79%10.56%3.28%3.59%3.66%3.27%3.86%3.12%2.77%2.74%
PFE
Pfizer Inc.
6.61%6.91%6.33%5.70%3.12%2.64%3.92%3.68%3.12%3.53%3.69%3.47%

Financials

PFE vs. K - Financials Comparison

This section allows you to compare key financial metrics between Pfizer Inc. and Kellogg Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B25.00B20222023202420252026
14.45B
3.26B
(PFE) Total Revenue
(K) Total Revenue
Values in USD except per share items

PFE vs. K - Profitability Comparison

The chart below illustrates the profitability comparison between Pfizer Inc. and Kellogg Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%20222023202420252026
67.3%
33.3%
Portfolio components
PFE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported a gross profit of 9.72B and revenue of 14.45B. Therefore, the gross margin over that period was 67.3%.

K - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kellogg Company reported a gross profit of 1.08B and revenue of 3.26B. Therefore, the gross margin over that period was 33.3%.

PFE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported an operating income of 4.03B and revenue of 14.45B, resulting in an operating margin of 27.9%.

K - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kellogg Company reported an operating income of 452.00M and revenue of 3.26B, resulting in an operating margin of 13.9%.

PFE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported a net income of 2.69B and revenue of 14.45B, resulting in a net margin of 18.6%.

K - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kellogg Company reported a net income of 309.00M and revenue of 3.26B, resulting in a net margin of 9.5%.


Frequently Asked Questions


PFE and K have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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